

Articles, Resources, Newsletters & More


Sage Rutty & Company
- Mar 22
Taxes and Marital Status: Federal Filing Considerations
By: Caroline Hill, MBA, Wealth Manager at Sage Rutty & Company, Inc. Current options Today, married couples can file as married, either...
122

Sage Rutty & Company
- Mar 14
Unemployment Fraud Alert
Most victims of unemployment identity theft are unaware that claims have been filed and/or that benefits have been collected using their...
106

Sage Rutty & Company
- Mar 4
Colliding Forces: Russia, Oil, Inflation, and Market Volatility
The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the United States, Europe, and their allies. The...
116

Sage Rutty & Company
- Mar 4
Kicking Russia Out of SWIFT
Over the past days, the United States and other countries have imposed various sanctions on Russia for its invasion of Ukraine. One...
125

Sage Rutty & Company
- Feb 7
Get Your Affairs in Order: Simple Steps to Make Things Easier
By: Kris Dowejko, Senior Vice President and Financial Advisor at Sage Rutty & Company, Inc. When Susan’s husband passed away suddenly,...
197

Sage Rutty & Company
- Jan 3
The Epitome of Success | Rochester Woman Online's Holiday Cover Story
Sandra Wehner, CFP® is a Financial Advisor and corporate vice president at Rochester-based Sage Rutty & Company, Inc. With over 40 years...
310



Sage Rutty & Company
- Aug 18, 2021
Social Security Benefits: ‘One Chance to Get This Right’ | A 55Plus article with Kim Nugent
Be sure to get good advice to ensure you receive the most benefits By Ernst Lamothe Jr. Social Security remains a topic that is difficult...
154

Sage Rutty & Company
- Jun 10, 2021
Relocating to Florida: What retirees need to know | An interview with Craig Gingerich
Florida is a popular destination for those leaving New York state. A recent report found 33,565 people exchanged New York license plates...
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